Excel templateFree · about 15 min to fill in
Investor data room template
The 27 documents investors ask for most often, with the reason behind each request.
The file is in French.
Get the template for freeWhat the template contains
- 27 documents sorted into 8 categories: legal, finance, sales, team, intellectual property, contracts, compliance, fundraising
- For each document: why the investor asks for it
- Status drop-down (to do, in progress, ready, not applicable) with colours
- Completion percentage calculated automatically
- A Folder structure tab: the 10 numbered folders to create in your sharing space
A data room that is ready before the first meeting shortens the raise: serious investors ask for it as soon as they take an interest in the file.
A baseline list for a French company: depending on your sector (health, finance, industry), specific documents are added.
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